Group 1 - The core viewpoint of the news emphasizes the importance of the "14th Five-Year Plan" and the commitment to building a strong financial nation as a strategic goal for the next five years [1][3][6] - The "14th Five-Year Plan" aims for high-quality development as the primary goal, with a focus on technological self-reliance and the establishment of a modern industrial system [2][3] - The capital market is entering a new phase with clearer directions and heavier responsibilities, focusing on enhancing direct financing and serving the real economy [3][4] Group 2 - The company plans to enhance its role in supporting technological innovation and national strategic development by improving investment research frameworks and financial support for tech enterprises [4][5] - There is a commitment to fostering a long-term investment culture, improving collaboration with long-term funds, and enhancing product offerings to meet diverse investment needs [5] - The company aims to strengthen cross-border investment services and support the national strategy for capital market openness, leveraging Hong Kong's role as an international financial hub [5][6]

冬日中原，气象万千，学习贯彻党的二十届四中全会精神的热潮正鼓舞人、激励人。 按照省委统一部署，连日来，学习贯彻党的二十届四中全会精神省委宣讲团成员分赴全省各地各系统各 单位，对全会精神作系统宣讲。截至目前，省委宣讲团共开展各种形式的宣讲活动96场、直接受众4万 余人，带动全省开展对象化、分众化、互动化宣讲5562场，覆盖受众54万余人次。 一场场主题鲜明、内容鲜活的解读阐释，一番番耐心细致、坦诚热情的问答交流，将党的二十届四中全 会精神全面、准确、生动地传递到广大党员干部群众之中，有效凝聚了共识、增强了信心、激发了干 劲，汇聚起奋力谱写中原大地推进中国式现代化新篇章的磅礴力量。 精心部署高位推动 兴起宣讲热潮 谋篇布局方能行稳致远，凝心铸魂重在精准发力。 省委高度重视全会精神的学习宣传贯彻工作，将其作为当前和今后一个时期的重大政治任务，高站位谋 划、高标准推进、高质量落实。 全会刚刚闭幕，省委第一时间召开省委常委会扩大会议，传达学习全会精神、研究部署落实举措。同 时，印发我省《关于做好党的二十届四中全会精神学习宣传的通知》，细化任务清单、明确责任分工。 省委理论学习中心组举行集体学习，在深学细悟中把握核心要义 ...

● 本报记者 王宇露 广发基金表示，这一战略部署以理念之变引领发展之变，通过三大关键路径促进质量变革：一是将科技 自立自强确立为高质量发展的核心引擎，抓住新一轮科技革命和产业变革机遇，全链条推进重点领域关 键核心技术攻关；二是将发展新质生产力作为重要着力点，在培育新动能、优化经济结构上实现"实质 性、突破性进展"；三是构建以先进制造业为骨干的现代化产业体系，推动经济发展质的有效提升和量 的合理增长。 "十五五"规划建议将加快建设金融强国摆在突出位置，明确提出要大力发展金融"五篇大文章"，健全资 本市场功能等战略任务。广发基金深刻认识到，资本市场正迎来方向更明、要求更实、使命更重的发展 新阶段。方向上，以金融强国建设为牵引，资本市场改革发展蓝图更加清晰；要求上，提高直接融资比 重、完善资本市场功能、专注服务实体经济成为主线；使命上，资本市场在科技创新、绿色发展等国家 战略中发挥关键作用。这为公募基金行业找准定位、担当作为提供了根本遵循。 牢记金融服务实体经济的初心使命 广发基金表示，将坚持党建引领，扎实推动公司高质量发展，在服务国家战略和资本市场高质量发展中 展现责任担当，重点在以下三个方面主动作为： 以专业投 ...

当前，公募基金"巨轮"正从重规模向重投资者回报加速转型，行业竞争加剧。在行业转型关键节点，张 东于今年10月接棒博时基金董事长一职。这位在招行系统深耕30余年的金融老将，将如何带领博时基金 在变局中开新局，把握机遇，实现高质量发展？ 近日，张东在接受中国证券报记者采访时表示，博时基金将以"服务新质生产力、创造投资者价值"为中 心，积极拉长板、补短板、锻新板、固底板，锚定客户价值创造者、投资价值发现者、高质量发展引领 者、金融强国建设者四大核心定位，在行业变革浪潮中蓄力前行，奋力打造中国特色的一流资管机构。 以业绩与服务提升投资者获得感 公募基金行业从高速度增长转向高质量发展的核心，在于回归"为投资者创造价值"的本源。张东表示， 博时基金必须始终将投资者利益放在首位，通过业绩攻坚、降费让利、服务升级等多措并举，提升投资 者获得感，夯实信任根基。 ● 本报记者 黄灵灵 ——从"固收强"到"固收+"，拓展优势领域能力半径。博时基金是传统"固收大厂"，从流动性管理、信 用债、利率债，到混合债券、混合固收和海外投资等方向，进行了全方位产品线布局。同时，博时基 金"固收+"团队由多位从业超过10年的资深基金经理组成，历经 ...

2025南通投资大会暨上证多层次资本市场高质量发展大会现场。 会场图片均为 许泽宇 摄 ◎邱思雨 记者 仲茜 操子怡 12月16日上午，2025南通投资大会暨上证多层次资本市场高质量发展大会在江苏南通举行。本次大会由 南通市委、市政府和上海证券报社共同主办。 2006年，南通与江苏高投集团合作设立首只创投基金，开启资本联动的序章，如今南通已形成总规模超 1200亿元的基金集群。今年，南通投资大会已成功举办至第四届。此次大会旨在充分发挥政府投资基金 的引导和撬动作用，通过市场化方式吸引社会资本、产业资本和金融资本参与地方产业发展，推动资本 与产业深度融合。 江海潮涌 经济体量稳步攀升 南通滨江临海、紧靠上海，地处沿江沿海经济带的重要节点。今年前三季度，南通全市实现地区生产总 值9788.9亿元，按不变价格计算，同比增长5.4%。2025年，南通预计全市地区生产总值将达约1.3万亿 元。 南通市委书记吴新明在致辞中表示，南通始终把基金投资作为链接资本与产业、创新的重要纽带，以诚 意筑牢价值基石，以包容激发投资活力，以协同厚植资本沃土，不断完善金融支持政策，激发市场、企 业投资活力，加快构建载体、资源、产业联动的资 ...

Summary of Key Points from Conference Call Records Industry and Company Overview - The conference call discusses the Chinese economy and its growth prospects during the "Fifteen" period, aiming to surpass 70% of the US GDP by 2026, with industrial added value reaching 1.6 times that of the US, driven by R&D investment and industrial system construction [1][3][5]. Core Insights and Arguments - **Economic Growth and Challenges**: The US faces increasing debt and fiscal deficit challenges, with a potential long-term economic growth rate of only 1.2%. Concerns over US debt security are prompting foreign investors to reduce US debt holdings, while central banks are increasing gold purchases [1][3]. - **Investment Opportunities**: The next five years will focus on industrial upgrades, technological innovation, and consumption enhancement. High R&D investment and a complete industrial system provide a solid foundation to counter external technological blockades [1][5]. - **Export Performance**: China's export share is at a record high, with reliance on the US dropping below 10%. This diversification strategy enhances export resilience and leads to a continuous trade surplus, indicating improved competitiveness [1][9]. - **Consumer Spending**: To address weak consumption, China aims to increase the resident consumption rate, optimize "two new" policies, and strengthen stimulus measures to support domestic demand [1][11]. Additional Important Content - **Financial Market Reforms**: The 2025 financial market reforms aim to shift fund management from scale-oriented to benefit-oriented, with a tighter IPO schedule and low levels of share reduction expected to continue into 2026 [2][14][17]. - **Investment Focus for 2026**: Key investment opportunities include high-growth export chains, cyclical stocks, and sectors benefiting from a consumption rebound, with a focus on retail sales and CPI indicators to validate trends [2][18]. - **Emerging Industries**: Significant attention is directed towards emerging industries such as quantum technology, biomanufacturing, hydrogen energy, nuclear fusion, and brain-computer interfaces, which align with national strategic goals [1][10][19]. - **Domestic Economic Dynamics**: Enhancing domestic circulation's endogenous power and reliability through investment in both goods and human resources is crucial for sustainable economic growth [13]. This summary encapsulates the essential insights and projections from the conference call, highlighting the strategic focus areas for China's economic development and investment landscape.

（来源：统战新语） "千钧将一羽，轻重在平衡。""协调"是新发展理念的重要内容，区域协调发展是中国式现代化的内在要 求，是高质量发展的战略支撑。新时代以来，以习近平同志为核心的党中央在全局上谋势、在关键处落 子，不断丰富完善协调发展的理念、战略和政策体系。在习近平经济思想科学指引下，我国城乡融合、 区域协调发展扎实推进，经济发展空间格局持续向纵深拓展，逐步构建优势互补、高质量发展的区域经 济布局，积蓄推动高质量发展的强大势能。 中央经济工作会议着眼经济社会发展全局，强调坚持协调发展，促进城乡融合和区域联动。会议聚焦推 动协调发展作出的一系列决策部署、提出的实践要求，既一以贯之、持续深入，又与时俱进、因势而 谋，为做好明年经济工作、进一步推动高质量发展指明了努力方向。 "千钧将一羽，轻重在平衡。""协调"是新发展理念的重要内容，区域协调发展是中国式现代化的内在要 求，是高质量发展的战略支撑。新时代以来，以习近平同志为核心的党中央在全局上谋势、在关键处落 子，不断丰富完善协调发展的理念、战略和政策体系。在习近平经济思想科学指引下，我国城乡融合、 区域协调发展扎实推进，经济发展空间格局持续向纵深拓展，逐步构建优势互 ...

Core Points - The meeting focused on soliciting opinions and suggestions regarding the "Government Work Report (Draft)" and government work, highlighting the importance of collaboration between the government and local legislative bodies [1][2] - Key areas of discussion included the development of new productive forces, modern industrial systems, stimulating domestic demand, expanding the private economy, creating an international communication center, high-quality urban renewal, promoting the integration of the Wuhan metropolitan area, and improving people's livelihoods [1][2] Summary by Sections - **Government Work Report**: The report received positive feedback from the local legislative bodies, emphasizing its forward-looking, targeted, and actionable nature [1] - **Future Development Goals**: The year 2026 is identified as the starting point for the "15th Five-Year Plan," with a commitment to high-quality development and the establishment of "five centers" in Wuhan [2] - **Collaboration and Support**: Local legislative bodies expressed their commitment to support government work and ensure the implementation of central and local policies [2]

Core Viewpoint - The Central Economic Work Conference emphasizes coordinated development, promoting urban-rural integration and regional linkage as essential for high-quality economic growth in China [1][2]. Group 1: Coordinated Development - Coordinated development is a key component of the new development philosophy, essential for China's modernization and high-quality growth [1][2]. - The conference outlines a series of decisions and practical requirements to enhance coordination in economic and social development, aiming for a balanced approach [1][2]. Group 2: Urban-Rural Integration - Urban-rural integration is identified as a critical area for improvement, addressing the shortcomings in agricultural and rural development [2]. - The focus is on promoting new urbanization centered on people, facilitating the urbanization of agricultural transfer populations, and ensuring the high-quality development of county economies [2]. Group 3: Regional Linkage - Economic powerhouses are seen as vital for national development, with a call for these regions to lead in technological and industrial innovation, deep reforms, and high-level openness [3]. - The need for coordinated efforts among key city clusters is highlighted, promoting efficient collaboration between innovation and industrial chains [3].

中央经济工作会议在深入分析我国经济发展中的问题和挑战时指出，这些老问题新挑战大多是发展中、转型中的问题，经过努力是可以解决的。会议强调， 我国经济长期向好的支撑条件和基本趋势没有改变。要坚定信心、用好优势、应对挑战，不断巩固拓展经济稳中向好势头。 中央经济工作会议还部署了"清理消费领域不合理限制措施""制定一体推进教育科技人才发展方案""实施新一轮重点产业链高质量发展行动""推进教育资源 布局结构调整"等重点任务，立足当前，着眼长远，都有进一步发挥优势、释放潜力的鲜明导向。我们要落实好会议精神，真抓实干，把"四大优势"转化为 发展胜势。 中国经济从来都是在风雨洗礼中发展、在历经考验中壮大。我们要深入贯彻落实习近平经济思想，坚定信念信心不动摇，直面矛盾问题不回避，应对风险挑 战不退缩，始终保持爱拼会赢的精气神，坚定不移办好自己的事，万众一心、砥砺前行，奋力实现明年经济社会发展目标任务。 中央经济工作会议作出的判断，既直面经济发展中的风险挑战，又牢牢把握长期向好的基本趋势；既充分考量外部环境变化的深层影响，又锚定国内发展的 优势潜力；既传递出正视困难的理性分析，又明确指明攻坚克难的方向路径，深刻回答了国内外广泛关 ...